SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,074 | -6.0% | 89,749 | -1.3% | 4.26% | +79.7% |
| Q2 2023 | $6,462 | +5.6% | 90,970 | +0.9% | 2.37% | +14.8% |
| Q1 2023 | $6,120 | -29.3% | 90,203 | -31.7% | 2.07% | -42.2% |
| Q4 2022 | $8,660 | -99.9% | 131,985 | -9.6% | 3.58% | -50.9% |
| Q3 2022 | $8,833,000 | -5.7% | 145,927 | -2.3% | 7.28% | +449.0% |
| Q2 2022 | $9,370,000 | -15.2% | 149,363 | +2.6% | 1.33% | -82.1% |
| Q1 2022 | $11,045,000 | -1.0% | 145,593 | +5.0% | 7.42% | -12.3% |
| Q4 2021 | $11,154,000 | – | 138,684 | – | 8.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |